2013 LTC in Anaheim — April 21-23, 2013
Review the session offerings for the upcoming LTC below. Handouts will be available for download in April.
Sunday, April 21, 2013
Monday, April 22, 2013
Tuesday, April 23, 2013
Sunday, April 21, 2013
Early Riser Sessions:
Presidents Sessions:
Presidents-Elect Sessions:
Membership Chairs Sessions:
Newsletter Session:
Program Chair Boot Camp Sessions:
Treasurers Session:
Panorama Session for the Broader View:
All LTC Attendee Sessions:
~~~~~~
APRIL 21, 2013
7:00-8:00 A.M.
EARLY RISER SESSION: New to HFMA
Leadership
Are you new to HFMA leadership? Then this session
is for you! We’ll help you understand HFMA’s organizational structure, how it
operates, how chapters work to deliver consistent services to members, and how
to access the information and support that’s available for chapter leaders.
At the end of this session, you will be able
to:
- Explain HFMA’s organizational structure including HFMA’s strategic
direction and goals
- Recognize how HFMA’s chapter and regional structure
supports the overall strategic direction
- Locate the tools and resources
that support your leadership role
- Review HFMA’s alphabet soup of
acronyms
Who Should Attend: Anyone new to HFMA leadership
~~~~~~
APRIL 21, 2013
8:00-9:00 A.M.
EARLY RISER SESSION: 2013–2014 Chapter
Balanced Scorecard (CBSC) Review
Whether you need a refresher on the Chapter
Balanced Scorecard or you’re reviewing it for the first time, this early bird
session is for you! Join us for an in-depth look at the 2013–2014 Chapter
Balanced Scorecard (CBSC) including a review of each CBSC element and its
corresponding goal and weight. Learn how CBSC metrics are determined and
measured and discover the importance of the Threshold Performance Level (TPL) as
well as the benefits of Chapter Advancement Plans.
At the end of this session, you will be able
to:
- Explain the changes to the Chapter Balanced Scorecard for the 2013–2014
chapter year
- Incorporate the CBSC elements into your chapter’s strategic
planning process
Who Should Attend: Anyone wanting in-depth knowledge
about the Chapter Balanced Scorecard
~~~~~~
APRIL 21, 2013
9:30-11:10 A.M.
PROGRAM CHAIR BOOT CAMP: Strategies for a
Successful Education Plan
Creating a proactive plan for chapter education
and setting goals is key to your success as chapter program chair. Get clear on
the expectations for CBSC education hours and identify strategies to meet your
chapter’s education goals. Network with other chapter leaders to share great
ideas on planning, budgeting, and marketing innovative educational programs that
draw attendees.
At the end of this session, you will be able
to:
- Plan to succeed in your role as chapter program chair and identify
critical components of your “job description”
- Plan proactively for
relevant, timely, and popular programs
- Discuss CBSC education goals for
your chapter
- Create networks and partnerships for presenting educational
programs
Who Should Attend: 2013–2014 Program Chairs and Co-chairs
~~~~~~
APRIL 21, 2013
10:00-11:30 A.M.
MEMBERSHIP CHAIRS: What, Where, and How:
Resources for Your Successful Membership Marketing Plan
Every chapter is unique, but shares a common
goal—build membership! HFMA has a wealth of time-tested resources available to
help your membership team develop a successful campaign to maximize your
recruitment and retention efforts. In this introductory session, learn what’s
available, where to find it, and get answers to questions like: What reports are
available to me? Are there sample scripts and letter templates I can use? What
are HFMA’s national membership efforts and how can my chapter leverage these
efforts to yield the best results?
At the end of this session, you will
be able to:
- Explain HFMA’s various membership categories
- Find the
tools, reports, templates, and other resources you need as Membership Chair in
the Chapter Leaders section of the HFMA website
- Coordinate chapter-level
recruitment and retention efforts that work in conjunction with the HFMA
national-level efforts to maximize member initiatives
- Create customized
chapter membership tools to enhance your chapter’s membership efforts
Who Should Attend: 2013–2014 membership chairs and other key chapter
leaders involved in membership
~~~~~~
APRIL 21, 2013
10:00 A.M.-11:30 A.M.
PANORAMA – SESSIONS FOR THE BROADER VIEW:
Chapter Websites: Making Your Information Click
Is your chapter making the most of its website?
Is the design drawing visitors in or turning them away? And most important, are
you guiding them to your most important information? These questions and more
will be explored in this new LTC session. Learn how people use websites, the
importance of a “clean” design, and how writing for the web is different than
other writing. Get tips for acquiring a steady flow of relevant content and how
to effectively manage and maintain your website.
At the end of this session, you will be able
to:
- Identify the most important information for your viewers
-
Understand how placement drives views
- Identify barriers to efficient access
of information
- Analyze web statistics to increase effectiveness
- Apply
successful practices to manage your chapter website
Who Should Attend: 2013–2014 website chairs,
webmasters, and other chapter leaders involved in member
communications
~~~~~~
APRIL 21, 2013
10:00 A.M.-12:30 P.M.
Regional Planning Time Lunch (by invitation
only)
Heigh-ho, heigh-ho, it’s off to work you go as
you join the chapter presidents, presidents-elect, regional executives, and
regional executives-elect from your region for lunch and the opportunity to
solidify chapter roles and expectations for the upcoming year.
Who Should Attend: Only 2012–2013 and 2013–2014
regional executives and 2013–2014 regional executives-elect, chapter presidents,
and chapter presidents-elect
~~~~~~
APRIL 21, 2013
11:10 A.M.-12:50 P.M.
PROGRAM CHAIR BOOT CAMP: Lunch &
Learn—Resources for Outstanding Speakers and Topics
Hear brief presentations from a select group of
HFMA sponsors who offer speaking services to chapters at no charge in this
special Lunch & Learn session. Learn about the opportunities, resources,
and excellent speakers available for you to plan dynamic educational programs in
your chapter.
At the end of this session, you will be able
to:
- Identify speaker resources and topics of interest to your members
-
Develop a tool kit of program resources for future events
- Connect with
sponsors who can collaborate with you to provide outstanding programs
Who Should Attend: 2013–2014 Program Chairs and
Co-chairs
~~~~~~
APRIL 21, 2013
1:00-3:30 P.M.
SUNDAY OPENING GENERAL SESSION
Welcome: Ralph E. Lawson, FHFMA, CPA, 2012-13 HFMA Chair
Chair's Keynote Address: Steven P. Rose, FHFMA, CPA, 2013-14 HFMA Chair
Keynote Speaker: Robyn Benincasa
Who Should Attend: All LTC Attendees
~~~~~~
APRIL 21, 2013
4:00-5:30 P.M.
PRESIDENTS: Planning and Conducting an
Effective Board Meeting
In theory, there’s nothing magical about
preparing for and running an effective board meeting. In practice, it’s not
always so easy. Not sure how to carry it off? Begin your leadership year on the
right foot with this informative session that will provide practical tips,
techniques, and resources to prepare and execute an effective board meeting.
At the end of this session, you will be able
to:
- Develop an effective agenda for chapter board meetings
- Organize
your preparation so that everyone has what they need well in advance of the
meeting
- Develop procedures to receive committee and project updates
-
Conduct an efficient board meeting that engages your board members and advances
the goals of your chapter
- Create a Board of Director training session so
directors fully understand the role and duties of a board as well as the
responsibilities of their position
Who Should Attend: 2013–2014 chapter
presidents
~~~~~~
APRIL 21, 2013
4:00-5:30 P.M.
PRESIDENTS-ELECT: Enhance the Volunteer
Experience
Volunteers are essential to your chapter’s
success. This session will provide you with new tactics for identifying and
recruiting volunteer leaders who have the skills your leadership team needs.
Learn strategies to help you motivate volunteers to take creative risks, embrace
new initiatives, and commit to giving their best. You’ll also explore ways to
support volunteers when they face challenges.
At the end of this session, you will be able
to:
- Match the right volunteers to key leadership positions in your
chapter
- Apply strategies to recruit volunteers and keep them motivated and
involved
- Employ delegation techniques to empower your leadership team
Who Should Attend: 2013–2014 chapter
presidents-elect
~~~~~~
APRIL 21, 2013
4:00-5:30 P.M.
MEMBERSHIP CHAIRS: Bringing It Together
With Segmentation
Some principles and practices become tradition
because — they work! Learn how to recruit and retain members based on the
principles of segmentation. Market segmentation can help you target your
recruitment and retention efforts and assist you in better understanding the
makeup of your chapter. You’ll also find out how to identify potential markets
in your chapter, the value proposition for each market segment, and how to build
a membership committee that reflects the full spectrum of your market segments.
At the end of this session, you will be able to:
- Identify key
markets for your chapter based on segmentation to accurately target potential
members
- State the value proposition for each of your key markets and
recognize its importance in your chapter’s membership initiatives
- Define
your members’ needs to ensure you are providing real value in their everyday job
functions
- Build a peer-to-peer membership committee and succession plan
based on your chapter’s segmentation.
Who Should Attend: 2013–2014 membership chairs
and other key chapter leaders involved in membership
~~~~~~
APRIL 21, 2013
4:00-5:30 P.M.
NEWSLETTER CHAIRS: Get Set for Success:
Planning Your Chapter Newsletter
You’ve agreed to serve as editor for your chapter
newsletter. Now what? What will you publish? Where will you get the material?
How will you move from ideas to publication? This session explains the basics of
a chapter newsletter with an emphasis on editorial content, acquisition, and
production. We will also discuss how best to work with the various people who
can help you create your newsletter, including authors. Are you experienced?
Then by all means, share your planning processes! Bring 5 copies of your
chapter’s newsletter to the session or, if you will be bringing a laptop to the
sessions, bring a flash drive with copies of your newsletter to share. These may
be copies of the same issue or different issues.
At the end of this session, you will be able
to:
- Create a plan for editorial content that will engage your readers
-
Implement effective strategies to acquire articles
- Implement procedures to
streamline the editing and production process
- Understand how to meet the
Davis Chapter Management System (DCMS) requirement for member communications
Who Should Attend: 2013–2014 chapter newsletter
chairs, editors, and contributors
~~~~~~
APRIL 21, 2013
4:00-5:30 P.M.
PROGRAM CHAIR BOOT CAMP: Compelling
Programs that Meet Audience’s Needs
You’ve identified your program goals; now it’s
time to plan the actual learning experience for your attendees, identify topics
and develop learning objectives. In this session, you’ll learn about the
important HFMA chapter resources and tools to help you identify the hot topics
for YOUR chapter members. In this session, you will learn the techniques for
developing compelling objectives to define your programs and hear practical tips
for selecting and working with speakers.
At the end of this session, you will be able
to:
- Define your target audience using HFMA Market Segment Reports and other
survey data
- Develop dynamic program content suited for your local audience
based on member preferences and feedback
- Develop concrete, compelling, and
measurable learning objectives based on the needs of your target audience
-
Determine the best learning format for your program based on the content, target
audience, and objectives
- Identify and select the best speakers for your
program including vendors/sponsors
Who Should Attend: 2013–2014 Program Chairs and
Co-chairs
~~~~~~
April 21, 2013
4:00-5:30 P.M.
TREASURERS: Intro to the Chapter
Treasurer’s Job
The chapter treasurer interacts with nearly every
area of a chapter’s operation and has an effect on educational programming,
membership, and strategic planning. This session outlines the responsibilities
of the treasurer and will provide you with background on chapter not-for-profit
accounting, financial reporting, financial policies, chapter QuickBooks Online
accounting software, federal tax reporting, internal controls, and management
oversight. You will also learn about recent updates to the Federal IRS Form 990,
its focus on governance policies, and the implications on the HFMA not-for
-profit chapters.
At the end of this session you will be able
to:
- Identify financial reporting requirements for your chapter including
budgeting, record keeping, and federal and state tax reporting
- Execute an
action plan to complete your chapter’s annual tax and financial reporting
requirements
- Maintain key financial internal control requirements to
protect your chapter's financial operations
- Understand the three governance
policies associated with Federal IRS Form 990 management oversight filing
requirements: Conflict of Interest, Whistleblower, and Document Retention
and Destruction
- Understand the key processing attributes associated with
HFMA’s QuickBooks Online accounting software and how it’s used to address your
chapter’s accounting, financial reporting, budgeting, and federal tax reporting
requirements
Who Should Attend: 2013–2014 chapter treasurers,
regional treasurers, and other key chapter leaders involved in your chapter’s or
region’s fiscal management
~~~~~~
April 21, 2013
5:45-6:45 p.m.
LTC/NAC Networking Reception
Who Should Attend: All LTC Attendees
~~~~~~
Click below to view other days:
Sunday, April 21, 2013
Monday, April 22, 2013
Tuesday, April 23, 2013
If you have questions or need assistance, contact Chapter Relations at
(800) 252-4362 or chapter@hfma.org.
Publication Date: Tuesday, May 01, 2012